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September 15, 2026
Question

how do i get a call back and speak to someone?

  • September 15, 2026
  • 1 reply
  • 3 views
my bank has been disconnected and i want to change my plan

1 reply

QuickBooks Team
September 15, 2026

To get a callback right away, you can reach our Intuit Experts through your account by following the steps on our contact page. Since you're planning to change your plan, what are you thinking about switching to? If you want to upgrade from your current plan, you can do it straight from your settings. Before you do, download all your work from QuickBooks Self-Employed, so you have an extra copy for safekeeping. Here is how:

 

  1. Go to the Gear icon, then select Upgrade from the Profile column.
  2. Choose the plan you want and click Sounds good.
  3. Pick Bring my data if you want to copy things to QuickBooks Online, or choose Start Fresh. (Once you bring your data over, make sure open transactions are categorized and invoices are marked as paid first. Unpaid invoices can't be updated after the move, so you'd have to delete and recreate them.)
  4. Review your payment details and select Change plan. Click Edit to update your payment method.
  5. Answer or confirm some details about your business to start using QuickBooks Online.

 

For more details on your next steps, check out this article: Switch from QuickBooks Self-Employed to QuickBooks Online.

 

If you plan on setting up your bank with your new plan, follow this article: Connect bank and credit card accounts to QuickBooks Online.


If you want to get your bank back up and running on your existing plan, everything you need is right here in this guide: Connect bank and credit card accounts to QuickBooks Self-Employed.
 

Let us know how it goes or if you have any other questions.